To rebalance another person's 401k allocations, what credentials are required? Can a regular financial planner do so as long as they instruct the client on how to allocate it and not do it themselves or would they need a Series 7 or something else to do so? You are not holding the assets yourself and are not making the trades for the clients.
Submitted December 20, 2017 at 03:31PM by TurtleHermitTraining http://ift.tt/2kukS3s
